Case summaries are a vital part of providing doctors (particularly for specialist medical examinations) with a good and specific idea of the claim's history.  This also avoids the need of providing the doctor with file papers that may be irrelevant.

So, what does a case summary look like?  Typically, it should be based on the sample outline on the next page:

Case Summary - Johnny Bloggs

Background

The background should provide clear details about how the condition occurred, including the date of injury.

History

A complete chronological history of the claim should be supplied, from the date of injury.  While information should be kept concise (a case summary should not be more than 2 pages maximum), it is important to include incapacity and medical treatment details, where applicable.

Current status

The claim's current status should be clearly outlined.  This will provide the doctor with an indication of why his or her opinion is now being sought.

Medical and other evidence

Any medical reports or other evidence should be listed in chronological order, briefly detailing the following:

Date of evidence; who the evidence is from; what the evidence is.

Example

12/03/1996     Dr Jimmy Smith     Medical report

Any information listed as evidence in the case summary should be copied and provided to the doctor as part of the request for a medical report.

Provision of a case summary will give the doctor an opportunity to assess his or her own records and write a more constructive report than one which is simply based on the facts as presented by the employee.